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Notetaker FAQs

Available to all users on Free plans.View plans
10 questions

Calendly stores user and invitee data in secure U.S. data centers run by Google and Amazon Web Services (AWS).

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Recaps will stay available for as long as your account exists. They won’t be affected by your subscription status or account activity.

No. We don’t use customer data to train or fine-tune our models. Instead, we use prompt engineering on meeting transcripts. These transcripts are not memorized and help us improve recap quality.

Calendly isn't designed to collect Protected Health Information (PHI). You may not need a HIPAA-compliant tool, please check with your legal team to confirm.

Yes. Meeting owners can delete individual recaps. Admins can delete all Calendly Notetaker data for the organization.

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You can share recaps by:

  • Sending an email directly from Calendly
  • Copying a link to the recap video
  • Exporting the transcript as a TXT file

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Download a recap video:

  • Go to the Recaps page.
  • Select the recap you want to view.
  • At the bottom left of the video, select the Download icon.

At this time, you can create unlimited recaps each month.

Currently, the Calendly Notetaker is only available in English.

Only the Meeting Host or an assigned Alternative Host can approve. The bot joins and waits up to 30 minutes for approval. It does not record while waiting.

If no one approves in 30 minutes, the bot leaves. No recap is created, and the Meetings page shows “The host did not allow Notetaker to record this meeting.” when hovering over "No recap available".

If an assigned Alternative Host joins, they can approve and recording starts as normal.

If Notetaker didn’t join or make a recap, check that it was turned on before the meeting, the meeting link is correct, you’re signed in to the right Zoom or Google account, and the meeting host allowed recording.

Learn more about how to troubleshoot Notetaker


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